Revenues and Expenses of US Mutual Funds and ETFs in Securities Lending
This presentation delivers our analysis of US mutual fund and ETF fund filings in securities lending for calendar year 2019, covering annual reports, Statements of Additional Information, and forms N-CEN and N-PORT. The presentation includes include relative statistics from 2018. The presentation and accompanying webinar are recommended for US mutual fund and ETF representatives, Board members, agent lenders and corporate governance specialists.
- What US mutual funds and ETFs file with the SEC
- The Finadium database
- Revenues and expenses
- Cash collateral analysis
- Examples of investment categories including ESG
- A methodology for understanding investor value in fund securities lending activities
This presentation is 21 pages with 12 exhibits.